FirstenergyFE

13F holders, Q4 2024 (December 31)
802holders +27
74new positions
78sold out
9famous investors
$39.78avg. 13F price*

At the end of Q4 2024, 802 institutions reported holding Firstenergy Corp. (FE) in their 13F filings, up 27 from Q3 2024. 74 opened new positions and 78 sold out. The largest holders were Capital World Investors ($3.1B), Vanguard Group Inc. ($2.6B) and BlackRock, Inc. ($1.8B). 9 famous investors held it, including Jim Simons / Peter Brown (0.1% of Renaissance Technologies's portfolio), Ray Dalio (0.1% of Bridgewater Associates's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Firstenergy Corp.
Sector
Utilities
CUSIP
337932107
Latest filing quarter
Q2 2026

History

Number of 13F holders

02004006008001,000 Q1 2024: 689Q1 2024Q2 2024: 729Q2 2024Q3 2024: 775Q3 2024Q4 2024: 802Q4 2024Q1 2025: 797Q1 2025Q2 2025: 824Q2 2025Q3 2025: 843Q3 2025Q4 2025: 896Q4 2025Q1 2026: 930Q1 2026Q2 2026: 931Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions74$116.5M
Exits78$48.8M

All 13F filers, Q3 2024 → Q4 2024: 28,712,079 shares bought and 16,400,667 shares sold, net +12,311,412 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 802 holders

Capital World Investors 0.47% Add +0.0% 78,092,086 $3.1B
Vanguard Group Inc. 0.05% Add +0.8% 65,843,901 $2.6B
BlackRock, Inc. 0.04% Add +3.8% 46,031,733 $1.8B
State Street Corp. 0.06% Reduce -2.4% 37,030,080 $1.5B
Blackstone Inc. 5.44% No change 28,832,099 $1.1B
FMR LLC 0.04% Reduce -8.5% 16,950,176 $674.3M
Boston Partners 0.80% Add +73.5% 16,503,080 $656.3M
Invesco Ltd. 0.09% Add +0.1% 12,822,654 $510.1M
Geode Capital Management, LLC 0.04% Add +2.7% 12,527,440 $497.0M
T. Rowe Price Associates Inc. 0.05% Reduce -14.1% 10,605,285 $421.9M
Allspring Global Investments Holdings, LLC 0.60% Add +2.4% 9,318,905 $371.9M
Neuberger Berman Group LLC 0.28% Reduce -5.7% 8,953,505 $356.2M
Morgan Stanley 0.02% Add +3.1% 8,528,514 $339.3M
Soroban Capital Partners LP 4.44% Add +60.2% 8,340,760 $331.8M
Ameriprise Financial Inc. 0.07% Reduce -13.5% 7,074,183 $281.4M
Zimmer Partners, LP 3.39% Add +33.4% 4,918,857 $195.7M
Northern Trust Corp. 0.03% Add +6.4% 4,606,758 $183.3M
Legal & General Group Plc 0.04% Reduce -4.2% 4,255,336 $169.3M
Royal Bank of Canada 0.03% Add +5.5% 3,981,944 $158.4M
Nuveen Asset Management, LLC 0.04% Reduce -26.1% 3,604,162 $143.4M
Bank of New York Mellon Corp 0.03% Reduce -0.4% 3,594,213 $143.0M
Charles Schwab Investment Management Inc. 0.02% Add +3.2% 3,402,070 $135.3M
Franklin Resources Inc. 0.04% Reduce -5.4% 3,354,031 $133.4M
Goldman Sachs Group Inc. 0.03% Add +17.1% 3,353,684 $133.4M
UBS Group AG 0.03% Add +38.7% 3,309,199 $131.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +12.7% 2,643,521 $105.2M
California Public Employees Retirement System 0.07% Add +0.9% 2,533,047 $100.8M
Bank of America Corp. 0.01% Reduce -23.1% 2,532,452 $100.7M
JPMorgan Chase & Co. 0.01% Reduce -37.6% 2,052,953 $81.7M
Dimensional Fund Advisors LP 0.02% Add +3.3% 2,018,704 $80.3M
1832 Asset Management L.P. 0.14% Reduce -22.3% 2,016,434 $80.2M
Amundi 0.03% Add +103.8% 1,843,964 $73.3M
Deutsche Bank AG 0.03% Add +25.9% 1,705,391 $67.8M
Renaissance Technologies 0.10% Add +118.2% 1,640,808 $65.3M
Swiss National Bank 0.04% Reduce -4.8% 1,545,544 $61.5M
Lord, Abbett & Co. LLC 0.20% Reduce -2.1% 1,503,368 $59.8M
Millennium Management 0.05% Add +42.2% 1,476,917 $58.8M
Jennison Associates LLC 0.04% Reduce -14.1% 1,451,095 $57.7M
Qube Research & Technologies Ltd 0.09% Add +42.8% 1,372,966 $54.6M
Brandywine Global Investment Management, LLC 0.40% Reduce -15.3% 1,368,608 $54.4M
Barclays PLC 0.03% Reduce -9.9% 1,358,101 $54.0M
Sumitomo Mitsui Trust Group, Inc. 0.04% Add +7.0% 1,305,644 $51.9M
HSBC Holdings PLC 0.03% Add +58.4% 1,248,706 $49.6M
Manufacturers Life Insurance Company, The 0.04% Reduce -0.0% 1,235,847 $49.2M
Voloridge Investment Management, LLC 0.17% Add +44.3% 1,174,454 $46.7M
Duff & Phelps Investment Management Co. 0.54% No change 1,138,500 $45.3M
Vaughan David Investments LLC 1.05% Add +1.4% 1,112,475 $44.3M
Citadel Advisors 0.04% Add +139.9% 1,108,092 $44.1M
First Trust Advisors LP 0.04% Add +4.4% 1,078,399 $42.9M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.27% Reduce -0.4% 1,077,398 $42.9M
UniSuper Management Pty Ltd 0.31% Add +1.3% 1,072,128 $42.6M
BNP Paribas Financial Markets 0.03% Add +11.8% 1,059,103 $42.1M
Victory Capital Management Inc. 0.04% Add +0.6% 1,058,431 $42.1M
Hudson Bay Capital Management LP 0.30% Add +10.6% 1,030,562 $41.0M
Russell Investments Group, Ltd. 0.05% Reduce -24.0% 966,479 $38.4M
Rhumbline Advisers 0.03% Reduce -5.1% 941,333 $37.4M
Swiss Life Asset Management Ltd 0.27% Add +1897.3% 927,030 $36.9M
Sei Investments Co. 0.05% Add +14.0% 917,624 $36.5M
Aberdeen Group plc 0.07% Add +3.4% 880,705 $34.8M
Mitsubishi UFJ Asset Management Co., Ltd. 0.03% Add +10.7% 844,873 $33.7M
Bank of Montreal 0.02% Reduce -16.3% 799,677 $31.8M
National Pension Service 0.03% Reduce -7.8% 787,979 $31.3M
Becker Capital Management Inc. 1.01% Add +1.5% 777,300 $30.9M
Raymond James Financial Inc. 0.01% — 755,887 $30.1M
Assenagon Asset Management S.A. 0.05% Add +1.2% 752,015 $29.9M
Citigroup Inc. 0.03% Reduce -26.4% 726,036 $28.9M
Wells Fargo & Company 0.01% Reduce -12.2% 725,652 $28.9M
California State Teachers Retirement System 0.03% Reduce -4.4% 652,931 $26.0M
Alliancebernstein L.P. 0.01% Reduce -1.4% 606,973 $24.1M
Alps Advisors Inc. 0.15% New 601,580 $23.9M
Principal Financial Group Inc. 0.01% Reduce -4.6% 589,588 $23.5M
State Board of Administration of Florida Retirement System 0.04% Reduce -5.0% 571,903 $22.8M
Korea Investment CORP 0.04% Add +24.9% 472,089 $18.8M
Susquehanna Fundamental Investments, LLC 0.31% — 466,815 $18.6M
D. E. Shaw & Co. 0.02% Add +49.9% 445,868 $17.7M
Heartland Advisors Inc. 0.92% Reduce -1.6% 424,864 $16.9M
Magellan Asset Management Ltd 0.18% Reduce -14.6% 421,768 $16.8M
Gabelli Funds LLC 0.13% No change 413,991 $16.5M
Macquarie Group Ltd. 0.02% Add +5.1% 430,340 $16.3M
Asset Management One Co., Ltd. 0.05% Add +34.0% 391,911 $15.5M
Jupiter Asset Management Ltd. 0.15% Add +18.0% 389,285 $15.5M
Bridgewater Associates 0.07% New 384,527 $15.3M
New York State Teachers Retirement System 0.03% Reduce -11.5% 384,153 $15.3M
Envestnet Asset Management Inc. 0.00% Add +15.2% 381,181 $15.2M
Energy Income Partners, LLC 0.29% New 351,266 $14.0M
Yaupon Capital Management LP 0.85% Reduce -20.2% 339,117 $13.5M
State of Wisconsin Investment Board 0.03% Reduce -5.3% 338,953 $13.5M
Mitsubishi UFJ Trust & Banking Corp 0.03% Reduce -22.0% 323,951 $12.9M
Van Eck Associates Corp. 0.02% Add +95.3% 323,079 $12.9M
Capital International, Inc. 0.15% Add +41.8% 322,731 $12.8M
AQR Capital Management 0.02% Add +208.4% 315,204 $12.5M
Ensign Peak Advisors, Inc 0.02% Add +28.0% 314,434 $12.5M
Wedge Capital Management L L P 0.22% New 306,640 $12.2M
Aventail Capital Group, LP 0.62% Reduce -57.9% 300,000 $11.9M
CCM Investment Advisers LLC 1.31% Add +1.4% 298,757 $11.9M
Bokf, NA 0.20% Reduce -12.5% 302,227 $11.7M
Prudential Financial Inc. 0.02% Reduce -13.7% 289,555 $11.5M
LPL Financial LLC 0.00% Add +7.6% 285,578 $11.4M
Cerity Partners LLC 0.02% Add +0.9% 278,226 $11.4M
WS Management LLLP 1.71% No change 278,962 $11.1M
Chevy Chase Trust Holdings, LLC 0.03% Reduce -1.9% 278,345 $11.1M
New York State Common Retirement Fund 0.01% Reduce -6.7% 273,901 $10.9M
CANADA LIFE ASSURANCE Co 0.02% Add +0.1% 264,676 $10.5M
AE Wealth Management LLC 0.09% Add +7.4% 260,745 $10.4M
Treasurer of the State of North Carolina 0.04% Add +0.6% 253,194 $10.1M
ExodusPoint Capital Management, LP 0.10% New 246,082 $9.8M
Advisors Management Group Inc. 2.30% Add +1.8% 244,360 $9.7M
National Bank of Canada 0.01% Reduce -26.5% 240,178 $9.6M
Susquehanna International Group, LLP 0.01% Add +75.6% 227,370 $9.0M
Toronto Dominion Bank 0.02% Reduce -1.7% 220,109 $8.8M
Pictet Asset Management Holding SA 0.01% Reduce -7.8% 217,153 $8.6M
Mackenzie Financial Corp. 0.01% Add +4.3% 215,956 $8.6M
CIBC Asset Management Inc 0.03% Add +177.6% 212,358 $8.4M
Nomura Asset Management Co. Ltd. 0.02% Add +10.6% 206,197 $8.2M
Bollard Group LLC 0.22% Reduce -0.3% 203,432 $8.1M
TD Asset Management Inc 0.01% Reduce -0.7% 200,178 $8.0M
Bryn Mawr Trust Advisors, LLC 0.42% Reduce -4.0% 198,024 $7.9M
Public Employees Retirement System of Ohio 0.03% Reduce -5.4% 197,806 $7.9M
State of Tennessee, Department of Treasury 0.03% Reduce -4.3% 195,260 $7.8M
BTG Pactual Asset Management US LLC 1.00% Reduce -33.5% 194,553 $7.7M
IFM Investors Pty Ltd 0.08% Reduce -6.5% 189,648 $7.5M
Stifel Financial Corp. 0.01% Add +3.3% 187,844 $7.5M
Verition Fund Management LLC 0.04% Add +4.1% 184,567 $7.3M
State of New Jersey Common Pension Fund D 0.03% No change 181,256 $7.2M
AlTi Global, Inc. 0.17% Add +0.0% 180,120 $7.2M
Calamos Advisors LLC 0.05% No change 179,041 $7.1M
Oppenheimer Asset Management Inc. 0.08% Reduce -17.1% 169,740 $6.8M
Corebridge Financial, Inc. 0.04% Add +4.9% 168,035 $6.7M
Resona Asset Management Co.,Ltd. 0.04% Reduce -4.7% 167,672 $6.7M
Voya Investment Management LLC 0.01% Reduce -6.0% 160,072 $6.4M
Arizona State Retirement System 0.04% Add +1.4% 158,913 $6.3M
M&T Bank Corp 0.02% Add +0.8% 154,946 $6.2M
HighTower Advisors, LLC 0.01% Add +5.4% 154,920 $6.2M
Townsquare Capital LLC 0.07% Reduce -12.3% 153,526 $6.1M
Guggenheim Capital LLC 0.05% Add +24.2% 152,176 $6.1M
Comerica Bank 0.02% Add +20.2% 148,255 $5.9M
Harvest Portfolios Group Inc. 0.20% Add +12.9% 147,678 $5.9M
Forsta Ap-Fonden 0.04% Add +9.9% 143,500 $5.7M
Wealth Enhancement Advisory Services, LLC 0.01% Add +79.7% 143,253 $5.7M
Tocqueville Asset Management L.P. 0.09% Reduce -0.5% 142,826 $5.7M
Royal London Asset Management Ltd. 0.01% No change 140,296 $5.6M
Schonfeld Strategic Advisors LLC 0.04% Add +65.3% 140,005 $5.6M
State of Michigan Retirement System 0.03% Reduce -0.2% 139,244 $5.5M
Credit Agricole S A 0.02% Add +725.1% 138,513 $5.5M
New Age Alpha Advisors, LLC 0.22% Add +34222.2% 137,632 $5.5M
MetLife Investment Management, LLC 0.03% Add +1.8% 136,860 $5.4M
Campbell & CO Investment Adviser LLC 0.42% Add +56.8% 136,439 $5.4M
Aquatic Capital Management LLC 0.15% Add +149.7% 136,355 $5.4M
Natixis Advisors, LLC 0.01% Add +1.3% 133,695 $5.3M
Public Sector Pension Investment Board 0.02% Add +48.7% 133,135 $5.3M
Engineers Gate Manager LP 0.09% Add +100.6% 125,217 $5.0M
Richard Bernstein Advisors LLC 0.11% New 124,635 $5.0M
Worldquant Millennium Advisors LLC 0.03% New 124,393 $4.9M
Decade Renewable Partners LP 2.41% New 123,900 $4.9M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.01% Add +11.0% 121,655 $4.8M
Osaic Holdings, Inc. 0.01% Add +7.8% 120,288 $4.8M
Stablepoint Partners, LLC 0.87% Add +1.6% 119,661 $4.8M
Trexquant Investment LP 0.05% Reduce -61.0% 117,327 $4.7M
Man Group plc 0.01% Reduce -62.6% 117,264 $4.7M
ProShare Advisors LLC 0.01% Add +45.5% 116,150 $4.6M
Czech National Bank 0.04% Add +6.6% 111,273 $4.4M
Retirement Systems of Alabama 0.02% Reduce -0.6% 111,053 $4.4M
New England Asset Management Inc. 0.77% Reduce -16.4% 108,400 $4.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.01% — 106,921 $4.3M
Commonwealth Equity Services, LLC 0.01% Add +14.7% 105,519 $4.2M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.01% Add +46.0% 105,121 $4.2M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.02% Add +14.8% 104,752 $4.2M
Amalgamated Bank 0.03% Reduce -2.0% 101,986 $4.1M
Knights of Columbus Asset Advisors LLC 0.26% Add +5.8% 100,406 $4.0M
Cetera Investment Advisers 0.01% Add +28.8% 99,729 $4.0M
Squarepoint Ops LLC 0.01% Reduce -78.3% 99,666 $4.0M
Pacer Advisors, Inc. 0.01% Reduce -22.4% 98,258 $3.9M
Mn Services Vermogensbeheer B.V. 0.03% Add +3.8% 95,200 $3.8M
Mariner, LLC 0.01% Add +16.1% 95,039 $3.8M
Utah Retirement Systems 0.04% No change 94,933 $3.8M
Yousif Capital Management, LLC 0.04% Add +2.8% 94,060 $3.7M
First Horizon Advisors, Inc. 0.10% Add +1.3% 93,749 $3.7M
Janney Montgomery Scott LLC 0.01% Reduce -1.6% 92,010 $3.7M
Cornerstone Wealth Group, LLC 0.30% Add +2.3% 91,101 $3.6M
Canada Post Corp Registered Pension Plan 0.21% — 90,862 $3.6M
Morton Community Bank 0.95% Add +1.9% 90,386 $3.6M
Meridian Wealth Management, LLC 0.17% Reduce -8.7% 90,129 $3.6M
Qsemble Capital Management, LP 0.47% Add +54.4% 89,590 $3.6M
PNC Financial Services Group, Inc. 0.00% Add +2.6% 88,812 $3.5M
AlphaQuest LLC 0.47% Reduce -3.4% 88,512 $3.5M
Peapack Gladstone Financial Corp. 0.05% Reduce -1.7% 87,032 $3.5M
Wealthfront Advisers LLC 0.01% Add +59.5% 85,807 $3.4M
NewEdge Advisors, LLC 0.02% Add +10.3% 85,146 $3.4M
Police & Firemen's Retirement System of New Jersey 0.03% — 83,485 $3.3M
DekaBank Deutsche Girozentrale 0.01% No change 84,565 $3.3M
Cibc World Markets Corp. 0.02% Add +12.9% 82,504 $3.3M
Employees Retirement System of Texas 0.03% Reduce -14.0% 82,410 $3.3M
Quantinno Capital Management LP 0.03% Add +37.4% 79,795 $3.2M
Jackson Hole Capital Partners, LLC 0.63% Reduce -13.0% 78,870 $3.1M
Xponance LLC 0.03% Add +3.0% 78,735 $3.1M
Lombard Odier Asset Management (USA) Corp 1.36% Add +27.1% 78,654 $3.1M
Sciencast Management LP 0.83% Add +20.4% 76,419 $3.0M
Daymark Wealth Partners, LLC 0.12% Reduce -0.1% 71,505 $2.8M
American Assets Investment Management, LLC 0.23% No change 70,000 $2.8M
Daiwa Securities Group Inc. 0.01% Add +7.9% 69,967 $2.8M
Bank of Nova Scotia 0.00% Add +3.6% 69,655 $2.8M
South Dakota Investment Council 0.05% Add +32.2% 69,253 $2.8M
STRS Ohio 0.01% Add +23.0% 69,047 $2.7M
New York Life Investment Management LLC 0.03% Add +0.8% 68,791 $2.7M
Lumbard & Kellner, LLC 1.15% Reduce -1.2% 67,079 $2.7M
Nissay Asset Management Corp. /Japan 0.02% Add +0.8% 66,353 $2.6M
Janus Henderson Group PLC 0.00% Add +1.9% 62,873 $2.5M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -2.8% 62,454 $2.5M
Truist Financial Corp. 0.00% Add +19.0% 62,420 $2.5M
Mutual of America Capital Management LLC 0.03% Reduce -2.6% 61,437 $2.4M
Cibc World Market Inc. 0.01% Add +1009.3% 60,724 $2.4M
Hennion & Walsh Asset Management, Inc. 0.11% Add +16.4% 60,042 $2.4M
Jane Street Group, LLC 0.00% Reduce -62.1% 59,358 $2.4M
State of Alaska, Department of Revenue 0.03% Reduce -41.0% 58,494 $2.3M
Rafferty Asset Management, LLC 0.01% Reduce -2.5% 57,595 $2.3M
Sowell Financial Services LLC 0.12% Add +7.8% 57,267 $2.3M
USS Investment Management Ltd 0.02% Reduce -49.6% 56,853 $2.3M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% Add +2.5% 56,613 $2.3M
Financial Counselors Inc. 0.03% Reduce -0.7% 55,686 $2.2M
Entropy Technologies, LP 0.22% Add +217.0% 54,457 $2.2M
Two Sigma Investments, LP 0.01% Reduce -22.4% 54,315 $2.2M
KBC Group NV 0.01% Add +34.3% 54,160 $2.2M
Creative Planning 0.00% Add +34.6% 51,572 $2.1M
Vanguard Personalized Indexing Management, LLC 0.03% Add +6.8% 51,229 $2.0M
XTX Topco Ltd 0.17% Reduce -8.6% 50,737 $2.0M
Marshall Wace, LLP 0.00% Reduce -6.4% 50,698 $2.0M
Inceptionr LLC 0.45% Add +145.9% 50,424 $2.0M
Public Employees Retirement Association of Colorado 0.01% Reduce -11.9% 49,601 $2.0M
Mizuho Securities USA LLC 0.04% Add +46.3% 48,613 $1.9M
Schroder Investment Management Group 0.00% Add +56.0% 48,759 $1.9M
Avantax Advisory Services, Inc. 0.01% Add +15.2% 48,326 $1.9M
Mirae Asset Global Investments Co., Ltd. 0.01% Add +41.8% 47,956 $1.9M
Kohmann Bosshard Financial Services, LLC 0.23% Add +1.4% 47,441 $1.9M
Larson Financial Group LLC 0.10% Add +20.9% 47,111 $1.9M
United Asset Strategies, Inc. 0.17% Add +1.2% 46,474 $1.8M
F/m Investments LLC 0.07% Add +27.9% 46,093 $1.8M
Strategic Advisors LLC 0.33% No change 45,989 $1.8M
Holocene Advisors, LP 0.01% New 45,568 $1.8M
Landscape Capital Management, L.L.C. 0.19% Add +57.6% 45,286 $1.8M
Edgestream Partners, L.P. 0.08% Add +419.1% 45,206 $1.8M
Redwood Investment Management, LLC 0.17% New 44,880 $1.8M
Oregon Public Employees Retirement Fund 0.03% Add +0.1% 44,021 $1.8M
GAMCO Investors 0.02% Reduce -2.5% 43,470 $1.7M
ING Groep NV 0.01% New 43,211 $1.7M
Corient Private Wealth LP 0.00% Add +10.1% 42,774 $1.7M
Gulf International Bank (UK) Ltd 0.04% Reduce -1.2% 42,574 $1.7M
Tredje AP-fonden 0.02% Reduce -50.0% 42,450 $1.7M
American Century Companies Inc. 0.00% Reduce -85.1% 42,430 $1.7M
Commerce Bank 0.01% Add +2.4% 42,409 $1.7M
Sigma Planning Corp 0.05% Reduce -0.1% 42,192 $1.7M
Fifth Third Bancorp 0.01% Reduce -2.9% 41,050 $1.6M
Elo Mutual Pension Insurance Co 0.03% New 41,049 $1.6M
Tower Research Capital LLC (TRC) 0.03% Add +11.3% 40,659 $1.6M
US Bancorp \de 0.00% Add +3.4% 40,256 $1.6M
Ascent Group, LLC 0.12% Add +2.5% 39,823 $1.6M
Teza Capital Management LLC 0.24% Reduce -45.9% 39,463 $1.6M
Altman Advisors, Inc. 0.66% Add +2.0% 38,830 $1.5M
Linden Thomas Advisory Services, LLC 0.19% Add +0.0% 38,665 $1.5M
Teachers Retirement System of the State of Kentucky 0.01% Reduce -3.8% 37,955 $1.5M
Pensionfund Sabic 0.37% Add +29.1% 35,500 $1.4M
Machina Capital S.A.S. 0.59% New 35,370 $1.4M
Pathstone Holdings, LLC 0.01% Add +2.2% 35,329 $1.4M
Kentucky Retirement Systems 0.04% Reduce -1.4% 35,223 $1.4M
Versor Investments LP 0.24% New 35,200 $1.4M
O'shaughnessy Asset Management, LLC 0.01% Add +4.2% 35,199 $1.4M
Sterling Capital Management LLC 0.02% Add +54.6% 34,127 $1.4M
Sequoia Financial Advisors, LLC 0.01% Add +6.5% 33,944 $1.4M
B. Riley Wealth Advisors, Inc. 0.04% Reduce -0.1% 33,495 $1.3M
Cherokee Insurance Co 0.59% — 33,000 $1.3M
Prudential PLC 0.01% Add +13.0% 32,957 $1.3M
Callahan Advisors, LLC 0.12% No change 32,600 $1.3M
Illinois Municipal Retirement Fund 0.02% Add +60.3% 32,022 $1.3M
Millington Financial Advisors, LLC 0.73% New 31,658 $1.3M
Beacon Pointe Advisors, LLC 0.01% Reduce -6.6% 31,582 $1.3M
Hartford Investment Management Co. 0.04% Reduce -1.9% 31,551 $1.3M
NEOS Investment Management LLC 0.03% Add +31.5% 31,146 $1.2M
Park Avenue Securities LLC 0.01% Reduce -2.8% 30,850 $1.2M
Woodline Partners LP 0.01% New 30,803 $1.2M
Maryland State Retirement & Pension System 0.03% Reduce -6.5% 30,740 $1.2M
Quadcap Wealth Management, LLC 0.18% No change 30,707 $1.2M
Klein Pavlis & Peasley Financial, Inc. 0.97% Reduce -2.6% 30,300 $1.2M
Centiva Capital, LP 0.05% Reduce -49.2% 30,266 $1.2M
Captrust Financial Advisors 0.00% Add +0.5% 30,259 $1.2M
Cwm, LLC 0.01% Reduce -1.5% 30,080 $1.2M
Intech Investment Management LLC 0.01% Reduce -21.6% 29,792 $1.2M
Merit Financial Group, LLC 0.02% Add +5.0% 29,597 $1.2M
Advisors Asset Management, Inc. 0.02% Add +0.6% 29,386 $1.2M
Kestra Advisory Services, LLC 0.01% Add +16.9% 29,337 $1.2M
R Squared Ltd 1.11% — 28,694 $1.1M
Dynasty Wealth Management, LLC 0.02% Add +63.0% 27,910 $1.1M
Profund Advisors LLC 0.04% Reduce -10.4% 27,702 $1.1M
Louisiana State Employees Retirement System 0.02% Reduce -4.5% 27,600 $1.1M
Securian Asset Management, Inc. 0.03% Reduce -2.8% 27,567 $1.1M
Mercer Global Advisors Inc. 0.00% Reduce -33.7% 27,258 $1.1M
Balanced Wealth Group LLC 0.48% Add +0.9% 26,991 $1.1M
Trivium Point Advisory, LLC 0.14% Reduce -3.8% 26,990 $1.1M
Simplex Trading, LLC 0.03% New 26,809 $1.1M
Concourse Financial Group Securities, Inc. 0.06% Add +0.4% 25,785 $1.0M
Railway Pension Investments Ltd 0.01% No change 25,500 $1.0M
Nordea Investment Management AB 0.00% Reduce -2.3% 25,503 $1.0M
Nisa Investment Advisors, LLC 0.00% Reduce -18.9% 25,356 $1.0M
Sanctuary Advisors, LLC 0.01% Reduce -5.8% 24,983 $992K
MML Investors Services, LLC 0.00% Reduce -2.4% 24,808 $987K
Exchange Traded Concepts, LLC 0.02% Add +3.8% 24,542 $976K
Wilmington Savings Fund Society, FSB 0.02% Reduce -1.3% 24,523 $976K
Norinchukin Bank, The 0.02% Add +12.1% 24,499 $975K
New Mexico Educational Retirement Board 0.03% Reduce -3.5% 24,440 $972K
Daiichi Life Insurance Co., Ltd. 0.03% No change 24,224 $964K
Board of the Pension Protection Fund 1.11% — 24,200 $963K
Portside Wealth Group, LLC 0.16% Reduce -14.9% 23,756 $945K
Crossmark Global Holdings, Inc. 0.02% Reduce -0.2% 23,733 $944K
Andra AP-fonden 0.02% Reduce -67.8% 23,700 $943K
Private Capital Management, LLC 0.10% Add +49.9% 23,527 $936K
Prosperity Consulting Group, LLC 0.07% Reduce -0.1% 23,462 $933K
Stratos Wealth Partners, LTD. 0.01% Reduce -4.0% 22,921 $912K
OMERS ADMINISTRATION Corp 0.01% Add +20.4% 22,775 $906K
Bank of Hawaii 0.05% Add +16.4% 22,697 $903K
&partners 0.01% Add +153.5% 22,591 $902K
Tyler-Stone Wealth Management 0.16% Reduce -0.9% 22,617 $900K
Independent Advisor Alliance 0.01% Add +13.2% 22,613 $900K
Equitable Trust Co. 0.05% No change 22,411 $892K
Ahl Investment Management, Inc. 0.62% New 22,095 $879K
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.6% 21,702 $863K
International Assets Investment Management, LLC 0.07% Add +334.4% 21,493 $858K
Spirit of America Management Corp. 0.17% Add +56.6% 21,450 $853K
Nomura Holdings Inc. 0.00% New 20,982 $835K
Tudor Investment Corporation 0.01% Reduce -48.9% 20,980 $835K
Focus Partners Wealth 0.00% Add +7.2% 20,978 $835K
Baird Financial Group, Inc. 0.00% Reduce -8.8% 20,949 $833K
Norden Group LLC 0.09% Reduce -16.9% 20,841 $829K
First Hawaiian Bank 0.03% Add +25.4% 20,784 $827K
Kestra Private Wealth Services, LLC 0.01% Add +11.9% 20,562 $818K
Navalign, LLC 0.24% Add +4.7% 20,552 $818K
Thrivent Financial for Lutherans 0.00% Reduce -0.0% 20,109 $800K
Jump Financial, LLC 0.02% Add +79.5% 19,824 $789K
IMC-Chicago, LLC 0.02% Reduce -35.4% 19,213 $764K
Qtron Investments LLC 0.11% No change 18,957 $754K
Harbor Investment Advisory, LLC 0.07% Reduce -5.5% 18,552 $738K
Scotia Capital Inc. 0.00% Reduce -4.3% 18,514 $736K
Private Advisor Group, LLC 0.00% Reduce -19.4% 18,209 $724K
PFG Investments, LLC 0.04% Reduce -10.9% 18,148 $722K
Empirical Finance, LLC 0.04% Reduce -1.4% 17,976 $715K
Tranquility Partners, LLC 0.27% Reduce -1.7% 17,862 $711K
Schechter Investment Advisors, LLC 0.05% Add +30.1% 17,847 $710K
Spire Wealth Management 0.02% Reduce -7.0% 17,749 $706K
Metis Global Partners, LLC 0.02% Add +4.7% 17,713 $705K
Huber Capital Management LLC 0.14% Reduce -33.0% 17,500 $696K
PharVision Advisers, LLC 0.58% — 17,333 $690K
Allstate Corp. 0.02% New 17,049 $678K
TD Private Client Wealth LLC 0.02% Add +55.7% 17,048 $678K
HRT Financial LP 0.00% Reduce -80.1% 17,049 $678K
My Legacy Advisors, LLC 0.26% Reduce -0.1% 17,235 $676K
Whalen Wealth Management Inc. 0.46% New 16,699 $664K
Vestcor Inc 0.02% Reduce -4.3% 16,331 $650K
Oppenheimer & Co. Inc. 0.01% Reduce -1.2% 16,295 $648K
Northwestern Mutual Investment Management Company, LLC 0.01% Add +0.3% 16,286 $648K
QRG Capital Management, Inc. 0.01% Add +27.6% 16,235 $646K
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -57.6% 16,075 $639K
Capital International Sarl 0.01% Add +47.4% 15,973 $635K
Cornell Pochily Investment Advisors, Inc. 0.22% Reduce -1.8% 15,817 $629K
Voleon Capital Management LP 0.05% — 15,582 $620K
Northwestern Mutual Wealth Management Co. 0.00% Add +4.8% 15,500 $617K
Colonial Trust Advisors 0.05% Add +15.1% 15,377 $612K
Elevated Capital Advisors, LLC 0.17% Reduce -0.5% 15,372 $611K
Meyer Handelman Co. 0.02% No change 15,267 $607K
Atria Investments, Inc 0.01% Reduce -12.3% 15,142 $602K
Glenview Trust Co 0.01% Reduce -0.4% 15,113 $601K
Occudo Quantitative Strategies LP 0.11% Reduce -43.1% 15,089 $600K
Vident Advisory, LLC 0.01% Add +17.4% 15,081 $600K
Jones Financial Companies LLLP 0.00% Add +123.6% 14,821 $590K
Diversify Wealth Management, LLC 0.05% Reduce -20.9% 15,193 $588K
Savant Capital, LLC 0.00% Add +5.7% 14,777 $588K
Hohimer Wealth Management, LLC 0.11% New 14,681 $584K
Angeles Investment Advisors, LLC 0.03% Reduce -2.7% 14,664 $583K
Praxis Investment Management Inc. 0.04% Add +50.7% 14,360 $571K
Csenge Advisory Group 0.03% Add +0.6% 14,349 $571K
Twelve Points Wealth Management LLC 0.16% Add +38.6% 14,241 $566K
Fulton Bank, N.A. 0.02% Add +33.3% 14,206 $565K
BI Asset Management Fondsmaeglerselskab A/S 0.01% New 14,208 $565K
Tokio Marine Asset Management Co. Ltd. 0.02% No change 14,084 $560K
Rockefeller Capital Management L.P. 0.00% Add +1.0% 14,088 $560K
Bleakley Financial Group, LLC 0.02% Add +46.3% 13,913 $553K
Elevation Point Wealth Partners, LLC 0.04% Add +62.6% 13,907 $553K
Bessemer Group Inc. 0.00% Reduce -6.2% 13,623 $541K
Wallace Advisory Group, LLC 0.37% Reduce -17.3% 12,133 $538K
Regions Financial Corp. 0.00% Add +19.6% 13,511 $537K
Tidal Investments LLC 0.00% Add +14.5% 13,360 $531K
B. Metzler seel. Sohn & Co. AG 0.01% Add +0.2% 13,327 $530K
Bryce Point Capital, LLC 0.15% — 13,278 $528K
Keybank National Association 0.00% Add +20.8% 13,215 $526K
Gibbs Wealth Management 0.14% Add +2.9% 12,660 $504K
Broadleaf Partners, LLC 0.12% New 12,650 $503K
Allianz Asset Management GmbH 0.00% Reduce -6.9% 12,394 $493K
HighPoint Advisor Group LLC 0.03% Add +3.7% 12,170 $492K
Kentucky Retirement Systems Insurance Trust Fund 0.08% Reduce -2.4% 14,811 $488K
EP Wealth Advisors, LLC 0.00% Add +24.8% 12,263 $488K
Ieq Capital, LLC 0.00% Add +7.8% 11,946 $475K
Cullen/Frost Bankers, Inc. 0.01% Reduce -8.8% 11,779 $469K
Harbour Investments, Inc. 0.01% Reduce -5.9% 11,610 $462K
Legacy Financial Advisors, Inc. 0.08% Reduce -1.2% 11,548 $459K
United Capital Financial Advisors, LLC 0.00% Reduce -2.0% 11,537 $459K
Choreo, LLC 0.01% Reduce -3.0% 11,515 $457K
Atria Wealth Solutions, Inc. 0.00% Add +6.2% 11,319 $450K
Blueshift Asset Management, LLC 0.16% New 11,272 $448K
Greenleaf Trust 0.00% Add +14.9% 11,151 $444K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.04% New 11,124 $443K
Snowden Capital Advisors LLC 0.01% Reduce -3.2% 11,108 $442K
Tritonpoint Wealth, LLC 0.04% Reduce -0.2% 11,093 $441K
Everstar Asset Management, LLC 0.31% Add +7.6% 11,013 $438K
Gotham Asset Management 0.00% Add +8.3% 11,004 $438K
NorthCoast Asset Management LLC 0.00% New 10,977 $437K
Zacks Investment Management 0.00% Add +0.4% 10,939 $435K
Wellington Management Group LLP 0.00% Reduce -7.1% 10,929 $435K
GAMMA Investing LLC 0.04% Add +6.2% 10,897 $433K
Wells Trecaso Financial Group, LLC 0.14% Reduce -51.0% 10,800 $430K
SageView Advisory Group, LLC 0.02% Add +0.5% 10,733 $427K
AdvisorNet Financial, Inc 0.04% Add +6689.2% 10,727 $427K
United Services Automobile Association 0.01% New 10,703 $426K
Prossimo Advisors, LLC 0.31% Add +6.4% 10,616 $422K
Legacy Wealth Management, LLC / MS 0.17% No change 10,600 $422K
Banco Bilbao Vizcaya Argentaria, S.A. 0.00% Reduce -34.0% 10,557 $420K
Empowered Funds, LLC 0.01% Add +11.3% 10,481 $417K
AssuredPartners Investment Advisors, LLC 0.08% — 10,409 $414K
Dynamic Technology Lab Private Ltd 0.07% Reduce -85.8% 10,395 $414K
Argent Trust Co 0.02% No change 10,381 $413K
Bearing Point Capital, LLC 0.09% — 10,300 $410K
Blair William & Co. 0.00% Add +1.1% 10,208 $406K
RKL Wealth Management LLC 0.04% New 10,188 $405K
Ti-Trust, Inc. 0.27% No change 10,185 $405K
LWM Advisory Services, LLC 0.28% Reduce -4.2% 10,174 $405K
EntryPoint Capital, LLC 0.17% New 10,124 $403K
Twinbeech Capital LP 0.01% Reduce -19.6% 10,054 $400K
Capital Investment Advisors, LLC 0.01% Add +0.2% 10,031 $399K
Equitable Holdings, Inc. 0.00% Reduce -5.7% 10,009 $398K
World Investment Advisors 0.01% New 9,993 $398K
Huntington National Bank 0.00% Add +4.0% 9,980 $397K
Waverly Advisors, LLC 0.01% Add +35.3% 9,970 $397K
Group One Trading LLC 0.01% New 9,934 $395K
Welch Group, LLC 0.02% Add +0.5% 9,950 $394K
Smithfield Trust Co 0.02% No change 9,849 $393K
Lido Advisors, LLC 0.00% Add +1.1% 9,716 $387K
Rockport Wealth LLC 0.17% Add +0.0% 9,693 $386K
Beese Fulmer Investment Management, Inc. 0.03% Add +6.6% 9,654 $384K
Mgo One Seven LLC 0.01% Add +1.9% 9,621 $383K
Johnson Investment Counsel Inc. 0.00% Add +35.4% 9,617 $383K
HB Wealth Management, LLC 0.00% Add +34.6% 9,538 $379K
Wexford Capital LP 0.10% Reduce -85.4% 9,500 $378K
Longfellow Investment Management Co. LLC 0.10% Reduce -6.1% 9,419 $375K
V-Square Quantitative Management LLC 0.05% Reduce -1.5% 9,374 $373K
Aviva PLC 0.00% No change 9,294 $370K
Meiji Yasuda Asset Management Co Ltd. 0.01% Add +7.5% 9,170 $365K
Moors & Cabot, Inc. 0.02% Add +4.9% 9,113 $363K
FSM Wealth Advisors, LLC 0.09% Add +1.6% 9,028 $362K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +0.4% 9,039 $360K
Confluence Wealth Services, Inc. 0.02% Add +0.2% 9,161 $357K
HBK Sorce Advisory LLC 0.01% Add +18.4% 8,954 $356K
Old North State Wealth Management, LLC 0.20% Add +23.0% 8,910 $355K
Wedmont Private Capital 0.02% Add +63.2% 9,062 $351K
iSAM Funds (UK) Ltd 0.26% Reduce -80.7% 8,787 $350K
Arax Advisory Partners 0.02% Add +555.8% 8,663 $345K
Centennial Wealth Advisory LLC 0.13% Add +13.6% 8,535 $340K
Marcum Wealth, LLC 0.03% Add +4.4% 8,347 $332K
Brown Advisory Inc. 0.00% Add +1.0% 8,316 $331K
Chicago Partners Investment Group LLC 0.01% Reduce -27.7% 8,300 $330K
Stevens Capital Management LP 0.13% Reduce -26.9% 8,302 $330K
Federation des caisses Desjardins du Quebec 0.00% Add +28.3% 8,033 $320K
Smith Group Asset Management, LLC 0.02% New 8,000 $318K
MAI Capital Management 0.00% Reduce -8.9% 7,970 $317K
Gsa Capital Partners LLP 0.02% Reduce -65.2% 7,944 $316K
Everhart Financial Group, Inc. 0.06% Reduce -8.8% 7,929 $315K
Meeder Advisory Services, Inc. 0.02% Add +2.5% 7,900 $314K
Concurrent Investment Advisors, LLC 0.01% Reduce -0.2% 7,792 $310K
Walleye Capital LLC 0.00% Reduce -80.5% 7,727 $307K
Bedel Financial Consulting, Inc. 0.04% Add +0.1% 7,631 $307K
Burford Brothers, Inc. 0.15% Reduce -1.7% 7,654 $304K
Stephens Inc. 0.00% Reduce -12.6% 7,591 $302K
Mufg Securities Americas Inc. 0.04% — 7,573 $301K
Colonial Trust Co / SC 0.04% Add +52.2% 7,513 $299K
Breakwater Capital Group 0.06% No change 7,508 $299K
Bank of Stockton 0.09% Reduce -3.9% 7,488 $298K
IFP Advisors, Inc 0.01% Reduce -2.1% 7,467 $297K
Dakota Wealth Management 0.01% Add +28.7% 7,384 $294K
Mystic Asset Management, Inc. 0.08% No change 7,258 $289K
Brookstone Capital Management 0.00% Reduce -6.3% 7,224 $287K
Horizon Investments, LLC 0.01% Add +4.8% 7,290 $287K
CIBC Private Wealth Group LLC 0.00% Reduce -7.2% 7,141 $284K
Searle & Co. 0.08% No change 7,121 $283K
Geneos Wealth Management Inc. 0.01% Add +15.1% 6,892 $274K
IHT Wealth Management, LLC 0.01% Reduce -34.7% 6,876 $274K
Old National Bancorp 0.01% Add +50.0% 6,846 $272K
Everpar Advisors LLC 0.14% Reduce -8.1% 6,795 $270K
Hexagon Capital Partners LLC 0.05% Add +19.3% 6,794 $270K
Valmark Advisers, Inc. 0.00% New 6,784 $270K
Rehmann Capital Advisory Group 0.02% Add +25.6% 6,754 $269K
Whittier Trust Co. of Nevada Inc. 0.01% New 6,725 $267K
NorthRock Partners, LLC 0.01% Add +3.7% 6,682 $266K
Baker Tilly Wealth Management, LLC 0.10% Reduce -10.8% 6,646 $264K
Florida Trust Wealth Management Co 0.01% Reduce -6.5% 6,636 $264K
Axq Capital, LP 0.12% New 6,591 $262K
Capstone Investment Advisors, LLC 0.00% New 6,590 $262K
Wedbush Securities Inc. 0.01% Add +11.0% 6,582 $262K
Virtu Financial LLC 0.01% New 6,525 $260K
Glenmede Trust Co. NA 0.00% Add +21.9% 6,503 $259K
Farmers Trust Co. 0.05% Add +5.7% 6,498 $258K
Beacon Financial Advisory LLC 0.08% Add +0.5% 6,483 $258K
GK Wealth Management LLC 0.33% — 6,471 $257K
Brighton Jones LLC 0.01% New 6,441 $256K
Sterling Wealth Management, Inc. 0.09% Reduce -15.0% 6,359 $253K
International Private Wealth Advisors LLC 0.25% Add +2.2% 6,340 $252K
Axxcess Wealth Management, LLC 0.01% Add +0.1% 6,335 $252K
Coldstream Capital Management Inc. 0.01% Add +2.8% 6,241 $248K
Commonwealth Financial Services, LLC 0.05% Reduce -4.3% 6,198 $247K
Valeo Financial Advisors, LLC 0.01% Add +0.7% 6,177 $246K
Danske Bank A/S 0.00% No change 6,162 $245K
Clifford Swan Investment Counsel LLC 0.01% No change 6,037 $240K
Allegheny Financial Group 0.06% Add +0.1% 5,952 $237K
Cigna Investments Inc. 0.04% No change 5,931 $236K
First Foundation Advisors 0.01% No change 5,924 $236K
Vontobel Holding Ltd. 0.00% No change 5,924 $236K
Checchi Capital Advisers, LLC 0.02% Add +9.6% 5,889 $234K
Oxford Asset Management LLP 0.11% New 5,866 $233K
Essex Financial Services, Inc. 0.02% Add +6.2% 5,819 $231K
Advisors Capital Management, LLC 0.00% Reduce -7.0% 5,755 $229K
Good Life Advisors, LLC 0.02% Reduce -48.9% 5,747 $229K
Laird Norton Wetherby Wealth Management, LLC 0.01% Reduce -6.0% 5,745 $229K
Continuum Advisory, LLC 0.03% Reduce -2.9% 5,743 $228K
Ostrum Asset Management 0.02% Reduce -4.0% 5,735 $228K
Lindbrook Capital, LLC 0.02% Reduce -8.0% 5,699 $227K
Diversify Advisory Services, LLC 0.01% Reduce -21.5% 5,785 $224K
Camden National Bank 0.03% New 5,610 $223K
True Link Financial Advisors, LLC 0.02% Add +1.0% 5,525 $220K
Wesbanco Bank Inc. 0.01% Reduce -10.6% 5,518 $220K
Parallel Advisors, LLC 0.01% Add +107.9% 5,504 $219K
Los Angeles Capital Management LLC 0.00% Reduce -91.9% 5,476 $218K
Orion Porfolio Solutions, LLC 0.00% New 5,473 $218K
Orion Portfolio Solutions, LLC 0.00% New 5,473 $218K
Alpha Family Trust 0.12% No change 5,435 $216K
Kingsview Wealth Management, LLC 0.00% Add +0.8% 5,430 $216K
CWA Asset Management Group, LLC 0.01% Reduce -5.2% 5,416 $215K
John G Ullman & Associates Inc. 0.03% No change 5,400 $215K
Montag A & Associates Inc. 0.01% Reduce -0.2% 5,398 $215K
GTS Securities LLC 0.01% New 5,390 $214K
1858 Wealth Management, LLC 0.17% No change 5,383 $214K
Pinebridge Investments, L.P. 0.00% Reduce -54.4% 5,369 $214K
Gladstone Institutional Advisory LLC 0.01% Add +3.5% 5,352 $213K
Envestnet Portfolio Solutions, Inc. 0.00% Add +17.6% 5,315 $211K
GeoWealth Management, LLC 0.01% Add +0.4% 5,296 $211K
Lionshead Wealth Management, LLC 0.15% — 5,296 $211K
Callan Family Office, LLC 0.01% New 5,292 $211K
FUKOKU MUTUAL LIFE INSURANCE Co 0.02% No change 5,290 $210K
Sherbrooke Park Advisers LLC 0.07% Reduce -77.2% 5,253 $209K
Simmons Bank 0.02% Reduce -1.9% 5,221 $208K
Sterling Investment Counsel, LLC 0.14% No change 5,207 $207K
Firethorn Wealth Partners, LLC 0.10% Reduce -0.1% 5,205 $207K
Ameritas Investment Partners, Inc. 0.01% No change 5,192 $207K
Vise Technologies, Inc. 0.02% New 5,166 $206K
Brooklyn Investment Group 0.06% Add +6.7% 5,146 $205K
Teacher Retirement System of Texas 0.00% Reduce -96.8% 5,121 $204K
Boothbay Fund Management, LLC 0.01% New 5,116 $204K
Pinnacle Associates Ltd. 0.00% New 5,110 $203K
Cornerstone Wealth Management, LLC 0.01% New 5,105 $203K
MKT Advisors LLC 0.09% No change 5,089 $203K
WT Wealth Management 0.06% New 5,102 $203K
Arkadios Wealth Advisors 0.01% New 5,078 $202K
Premier Path Wealth Partners, LLC 0.03% New 5,063 $201K
Fifth Third Wealth Advisors LLC 0.01% Reduce -1.6% 5,039 $200K
Arrowpoint Investment Partners (Singapore) Pte. Ltd. 0.12% — 4,915 $196K
Signaturefd, LLC 0.00% Add +34.0% 4,888 $194K
Allworth Financial LP 0.00% Add +292.7% 4,783 $189K
S&T Bank 0.06% New 4,475 $178K
Zions Bancorporation, N.A. 0.01% Reduce -45.1% 4,461 $177K
Richardson Financial Services Inc. 0.12% Reduce -11.1% 4,255 $169K
Quarry LP 0.03% Add +375.4% 4,093 $163K
Anchor Investment Management, LLC 0.01% Add +25.0% 4,000 $159K
Roxbury Financial LLC 0.15% — 3,710 $158K
Farther Finance Advisors, LLC 0.01% Reduce -14.1% 3,547 $141K
Smartleaf Asset Management LLC 0.01% Add +19.5% 3,556 $141K
SG Americas Securities, LLC 0.00% Reduce -88.1% 3,345 $133K
Hantz Financial Services, Inc. 0.00% No change 3,207 $128K
Mather Group, Llc. 0.00% Add +16.4% 3,175 $126K
Meeder Asset Management Inc. 0.01% Add +12.3% 3,116 $124K
Quadrant Capital Group LLC 0.01% Add +2.4% 3,084 $123K
Oakworth Capital, Inc. 0.01% Reduce -3.5% 2,920 $116K
CI Investments Inc. 0.00% Add +27.2% 2,917 $116K
Principal Securities, Inc. 0.00% Add +21.0% 2,876 $114K
Bank & Trust Co 0.09% No change 2,827 $112K
Y.D. More Investments Ltd 0.01% Add +0.0% 2,814 $112K
Private Trust Co. NA 0.01% Reduce -0.1% 2,801 $111K
Global Retirement Partners, LLC 0.00% Add +7.6% 2,743 $109K
Ancora Advisors LLC 0.00% No change 2,619 $104K
Clearstead Advisors, LLC 0.00% Add +4.6% 2,516 $100K
First PREMIER Bank 0.03% No change 2,510 $100K
CENTRAL TRUST Co 0.00% Reduce -0.0% 2,467 $98K
Matrix Trust Co 0.02% Add +639.6% 2,411 $96K
Sandy Spring Bank 0.00% Add +2036.6% 2,393 $95K
EverSource Wealth Advisors, LLC 0.00% Add +23.9% 2,107 $84K
Blue Trust, Inc. 0.00% Reduce -49.1% 2,108 $84K
CoreCap Advisors, LLC 0.00% Reduce -22.9% 2,074 $82K
JFS Wealth Advisors, LLC 0.01% Reduce -15.0% 2,015 $80K
Summit Securities Group LLC 0.03% New 2,000 $80K
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.00% No change 1,931 $79K
Hazlett, Burt & Watson, Inc. 0.03% Add +178.9% 1,952 $78K
Independence Bank of Kentucky 0.01% No change 1,960 $78K
Sentry Investment Management LLC 0.04% Reduce -14.0% 1,909 $76K
HM Payson & Co. 0.00% Reduce -0.1% 1,800 $72K
Federated Hermes, Inc. 0.00% Reduce -6.8% 1,728 $69K
Frazier Financial Advisors, LLC 0.05% Add +0.1% 1,666 $66K
Cromwell Holdings LLC 0.04% No change 1,647 $66K
Bartlett & Co. Wealth Management LLC 0.00% Add +46.8% 1,646 $65K
Armstrong Advisory Group, Inc. 0.01% Add +0.2% 1,624 $65K
Manchester Capital Management LLC 0.01% Add +10.2% 1,616 $64K
Optiver Holding B.V. 0.00% Add +12.6% 1,575 $63K
Center for Financial Planning, Inc. 0.01% No change 1,559 $62K
Assetmark, Inc. 0.00% Add +126.6% 1,557 $62K
Rise Advisors, LLC 0.03% Add +1.0% 1,400 $56K
Glass Jacobson Investment Advisors llc 0.02% No change 1,366 $54K
Crews Bank & Trust 0.01% — 1,333 $53K
Venturi Wealth Management, LLC 0.00% Add +33.0% 1,326 $53K
CVA Family Office, LLC 0.01% Add +24.4% 1,312 $52K
Penserra Capital Management LLC 0.00% Add +2704.2% 1,346 $52K
Glen Eagle Advisors, LLC 0.01% No change 1,307 $52K
First United Bank & Trust 0.02% No change 1,290 $51K
Stephens Consulting, LLC 0.01% No change 1,246 $50K
Farmers & Merchants Trust Co of Chambersburg PA 0.02% No change 1,201 $48K
CNB Bank 0.02% Reduce -43.5% 1,150 $46K
City State Bank 0.01% Reduce -32.0% 1,060 $42K
Parkside Financial Bank & Trust 0.01% Add +0.9% 1,035 $41K
Pinnacle Bancorp, Inc. 0.01% Reduce -6.0% 1,034 $41K
Deseret Mutual Benefit Administrators 0.02% No change 1,021 $41K
Luken Investment Analytics, LLC 0.02% New 1,000 $40K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $40K
North Star Investment Management Corp. 0.00% No change 1,000 $40K
Delta Asset Management LLC 0.00% No change 999 $40K
Sachetta, LLC 0.02% Add +2.8% 964 $38K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -6.8% 956 $38K
Ridgewood Investments LLC 0.02% Reduce -9.2% 915 $36K
Nova Wealth Management, Inc. 0.03% — 912 $36K
UMB Bank, n.a. 0.00% Reduce -8.6% 911 $36K
SJS Investment Consulting Inc. 0.01% Reduce -10.7% 903 $36K
Cornerstone Planning Group LLC 0.01% Add +2.4% 865 $35K
Caldwell Trust Co 0.00% No change 862 $34K
City Holding Co. 0.00% No change 862 $34K
Oliver Lagore Vanvalin Investment Group 0.01% Reduce -0.2% 848 $34K
Cedar Mountain Advisors, LLC 0.01% New 845 $34K
SBI Securities Co., Ltd. 0.00% — 832 $33K
Bernard Wealth Management Corp. 0.02% — 828 $33K
Financial Network Wealth Advisors LLC 0.06% Reduce -56.6% 817 $33K
WASHINGTON TRUST Co 0.00% Add +293.0% 786 $31K
Salomon & Ludwin, LLC 0.00% No change 780 $31K
Strategic Investment Solutions, Inc. 0.01% No change 768 $31K
Laurel Wealth Advisors LLC 0.00% No change 695 $28K
True Wealth Design, LLC 0.01% Add +0.6% 658 $26K
Lee Danner & Bass Inc. 0.00% New 656 $26K
Kestra Investment Management, LLC 0.00% New 651 $26K
Covestor Ltd 0.02% Add +69.3% 623 $25K
Rothschild Investment LLC 0.00% Add +0.3% 617 $25K
Accredited Wealth Management, LLC 0.02% — 583 $23K
Headlands Technologies LLC 0.00% Add +71.9% 557 $22K
CoreFirst Bank & Trust 0.01% No change 552 $22K
Provenance Wealth Advisors, LLC 0.00% No change 552 $22K
Midwest Capital Advisors, LLC 0.02% — 533 $21K
Altshuler Shaham Ltd 0.00% Add +8.7% 523 $21K
Olistico Wealth, LLC 0.01% No change 500 $20K
Sugarloaf Wealth Management, LLC 0.00% No change 500 $20K
GPS Wealth Strategies Group, LLC 0.00% No change 500 $20K
South Plains Financial, Inc. 0.02% — 500 $20K
Hilltop National Bank 0.01% No change 487 $19K
Cranbrook Wealth Management, LLC 0.00% Add +16.2% 466 $19K
Tsfg, LLC 0.00% No change 440 $18K
PSI Advisors, LLC 0.01% No change 450 $18K
Pingora Partners LLC 0.01% No change 430 $17K
Versant Capital Management, Inc 0.00% Add +82.0% 426 $17K
Whittier Trust Co. 0.00% Add +23.5% 420 $17K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.01% No change 400 $16K
Logan Capital Management Inc. 0.00% No change 390 $16K
Sound Income Strategies, LLC 0.00% Add +9.0% 389 $15K
McIlrath & Eck, LLC 0.00% No change 380 $15K
Farmers & Merchants Investments Inc. 0.00% No change 367 $15K
MV Capital Management, Inc. 0.00% Add +9.6% 364 $14K
Elequin Capital, LP 0.00% Reduce -44.4% 362 $14K
Boyd Watterson Asset Management LLC 0.00% No change 357 $14K
AlphaMark Advisors, LLC 0.01% No change 350 $14K
Global X Japan Co., Ltd. 0.00% New 343 $14K
Asset Dedication, LLC 0.00% Reduce -12.8% 340 $14K
Riverview Trust Co 0.01% No change 339 $13K
Princeton Global Asset Management LLC 0.00% No change 330 $13K
Graney & King, LLC 0.01% — 323 $13K
SRH Advisors, LLC 0.00% No change 308 $12K
Creative Financial Designs Inc. 0.00% Add +112.6% 304 $12K
Capital Advisors, Ltd. LLC 0.00% Add +25.3% 297 $12K
Prudent Man Investment Management, Inc. 0.01% — 300 $12K
Fourth Dimension Wealth, LLC 0.01% — 295 $12K
GHP Investment Advisors, Inc. 0.00% New 295 $12K
Redwood Park Advisors LLC 0.01% — 291 $12K
Lowe Wealth Advisors, LLC 0.00% No change 285 $11K
Private Wealth Management Group, LLC 0.00% No change 282 $11K
Tortoise Investment Management, LLC 0.00% No change 282 $11K
Bruce G. Allen Investments, LLC 0.01% Reduce -1.1% 278 $11K
GW&K Investment Management, LLC 0.00% No change 274 $11K
First Financial Corp. 0.01% No change 273 $11K
Towne Trust Company, N.A 0.00% No change 263 $10K
1620 Investment Advisors, Inc. 0.01% No change 256 $10K
New England Capital Financial Advisors LLC 0.00% Add +0.8% 245 $10K
Raleigh Capital Management Inc. 0.00% Add +36.8% 238 $9K
Bogart Wealth, LLC 0.00% New 229 $9K
Winch Advisory Services, LLC 0.00% No change 219 $9K
WPG Advisers, LLC 0.01% — 219 $9K
TruNorth Capital Management, LLC 0.00% Reduce -35.1% 216 $9K
Tompkins Financial Corp. 0.00% No change 215 $9K
Rosenberg Matthew Hamilton 0.00% No change 214 $9K
DT Investment Partners, LLC 0.00% New 210 $8K
Main Street Group, LTD 0.00% No change 208 $8K
Key Financial Inc 0.00% No change 207 $8K
Medallion Wealth Advisors, LLC 0.00% — 200 $8K
ORG Partners LLC 0.00% No change 200 $8K
Richard W. Paul & Associates, LLC 0.00% New 199 $8K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 195 $8K
Brown Brothers Harriman & Co. 0.00% Reduce -97.7% 192 $8K
Park Square Financial Group, LLC 0.01% — 190 $8K
Gen-Wealth Partners Inc 0.00% Reduce -43.6% 186 $7K
Centricity Wealth Management, LLC 0.01% — 183 $7K
Hemington Wealth Management 0.00% Add +15.9% 182 $7K
ESL Trust Services, LLC 0.00% New 156 $6K
Sierra Ocean, LLC 0.01% — 154 $6K
Quest 10 Wealth Builders, Inc. 0.01% — 153 $6K
Avior Wealth Management, LLC 0.00% Add +10.3% 150 $6K
General Partner, Inc. 0.00% No change 150 $6K
Addison Advisors LLC 0.00% Reduce -42.9% 145 $6K
Whipplewood Advisors, LLC 0.00% — 137 $5K
Dunhill Financial, LLC 0.00% Add +25.9% 136 $5K
Ruedi Wealth Management, Inc. 0.00% No change 133 $5K
Stonebridge Financial Group, LLC 0.00% — 132 $5K
Barrett & Company, Inc. 0.00% No change 123 $5K
Sunbelt Securities, Inc. 0.00% No change 112 $4K
Plante Moran Financial Advisors, LLC 0.00% No change 104 $4K
Legacy Investment Solutions, LLC 0.00% Reduce -78.2% 102 $4K
Legacy Wealth Managment, LLC 0.00% Reduce -78.2% 102 $4K
Trust Co. of Vermont 0.00% No change 96 $4K
Leonteq Securities AG 0.00% No change 94 $4K
Mb, Levis & Associates, LLC 0.00% Add +1.2% 87 $3K
Mowery & Schoenfeld Wealth Management, LLC 0.01% New 87 $3K
Financial Perspectives, Inc 0.00% No change 82 $3K
Nemes Rush Group LLC 0.00% Add +1.3% 81 $3K
Avion Wealth 0.00% Add +20.6% 76 $3K
Holos Integrated Wealth LLC 0.00% — 73 $3K
MPWM Advisory Solutions, LLC 0.00% — 68 $3K
Abound Wealth Management 0.00% Reduce -6.8% 68 $3K
Bell Investment Advisors, Inc 0.00% Add +24.1% 67 $3K
Red Tortoise LLC 0.00% No change 66 $3K
Archer Investment Corp 0.00% No change 66 $3K
Kayne Anderson Rudnick Investment Management LLC 0.00% Add +238.9% 61 $2K
ROSS\JOHNSON & Associates LLC 0.06% — 60 $2K
Spectrum Wealth Counsel, LLC 0.00% No change 60 $2K
Atticus Wealth Management, LLC 0.00% Reduce -69.0% 59 $2K
BOK Financial Private Wealth, Inc. 0.00% Reduce -50.9% 56 $2K
Global Financial Private Client, LLC 0.00% Add +27.9% 55 $2K
Adirondack Trust Co. 0.00% No change 55 $2K
IAG Wealth Partners, LLC 0.00% No change 53 $2K
Thompson Investment Management, Inc. 0.00% No change 50 $2K
Beacon Capital Management, LLC 0.00% No change 50 $2K
Carolinas Wealth Consulting LLC 0.00% No change 46 $2K
NFSG Corp 0.00% New 45 $2K
Annis Gardner Whiting Capital Advisors, LLC 0.00% Reduce -50.6% 43 $2K
Caitong International Asset Management Co., Ltd 0.00% — 34 $1K
Highline Wealth Partners LLC 0.00% Reduce -27.3% 32 $1K
HHM Wealth Advisors, LLC 0.00% New 31 $1K
Clark Wealth Partners 0.00% — 29 $1K
DiNuzzo Private Wealth, Inc. 0.00% Reduce -87.4% 29 $1K
Aventura Private Wealth, LLC 0.00% — 28 $1K
Oarsman Capital, Inc. 0.00% No change 25 $995
Financial Management Professionals, Inc. 0.00% No change 23 $915
Valued Wealth Advisors LLC 0.00% No change 21 $836
Concord Wealth Partners 0.00% Reduce -83.3% 20 $796
SOA Wealth Advisors, LLC. 0.00% No change 19 $764
Raffa Wealth Management, LLC 0.00% No change 19 $756
Aspect Partners, LLC 0.00% No change 16 $636
Wolff Wiese Magana LLC 0.00% No change 15 $597
Rakuten Securities, Inc. 0.00% Add +50.0% 15 $597
NewSquare Capital LLC 0.00% New 15 $597
LMR Partners LLP 0.00% Reduce -98.5% 15 $597
Tradewinds Capital Management, LLC 0.00% No change 12 $478
Quent Capital, LLC 0.00% New 12 $477
Winnacle Wealth LLC 0.00% — 11 $410
Van Hulzen Asset Management, LLC 0.00% New 9 $359
Capital A Wealth Management, LLC 0.00% — 9 $358
Principia Wealth Advisory, LLC 0.00% — 9 $358
YANKCOM Partnership 0.00% — 9 $358
Old Second National Bank of Aurora 0.00% New 9 $358
Mark Sheptoff Financial Planning, LLC 0.00% Add +14.3% 8 $300
Activest Wealth Management 0.00% New 6 $239
WealthTrak Capital Management LLC 0.00% — 5 $199
Nvwm, LLC 0.00% New 5 $199
Fortitude Family Office, LLC 0.00% Reduce -91.8% 5 $199
TFC Financial Management, Inc. 0.00% No change 4 $160
Eastern Bank 0.00% No change 4 $159
Cassady Schiller Wealth Management, LLC 0.00% New 3 $119
Semmax Financial Advisors Inc. 0.00% No change 2 $70
Lanark Financial, Inc. 0.00% — 1 $51
Eagle Bay Advisors LLC 0.00% No change 1 $38
Lazard Asset Management LLC 0.00% No change 18 $0
Roble, Belko & Company, Inc 0.00% No change 11 $0
Wood Tarver Financial Group, LLC 0.00% — 4 $0

"% of holder's portfolio" is FE's weight in each manager's 13F, not the share of Firstenergy Corp. the manager owns.